See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,291 | $74,927+63.2% | $101,794+20.1% | $84,808+44.2% |
| Participation rate | 22.2% | 61.4%-39.2pp | 69.2%-47.0pp | 68.3%-46.1pp |
| Annual return | 13.07% | 18.70%-5.6pp | 30.53%-17.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $288 | $1,522-81.1% | $2,289-87.4% | $2,631-89.1% |
| Participant deferral / active EE | $1,537 | $3,099-50.4% | $4,084-62.4% | $4,212-63.5% |
| Admin fee / account holder | $13,236 | $6,514+103.2% | $8,777+50.8% | $7,344+80.2% |